BWCS

Beirne Wealth Consulting Services Portfolio holdings

AUM $345M
1-Year Est. Return 25.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$226M
3
+$38.5M
4
UNH icon
UnitedHealth
UNH
+$16M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$12.8M

Top Sells

1
+$60.4M
2
+$22.6M
3
+$14.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.92M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.94M

Sector Composition

1 Healthcare 3.44%
2 Technology 1.93%
3 Energy 1.67%
4 Communication Services 1.62%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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